Macros in the Opportunity create notification
What is the notification type of the opportunity create notification?Transactional
What does the opportunity create notification do?
Informs assigned employee when a new opportunity is created or an existing one is modified. Alerts employees about opportunities assigned to them.
When is the opportunity create notification sent?
Sent to an employee when a new opportunity is created or an existing one is modified.
What communication methods can you configure for the opportunity create notification?
You can configure an email and a text template.
The table below describes the macros available in the opportunity create notification. Use these macros to customize or personalize the opportunity create notification. For example, the [CenterName] macro gets replaced with the actual center’s name.
Macro | Description |
|---|---|
[OrgName] | Name of the center’s organization |
[CenterName] | Name of the center where the employee works |
[FirstName] | Employee's first name |
[LastName] | Employee's last name |
[CenterPhone] | Primary phone number of the center where the appointment is booked (corresponds to the Phone 1 field in the center settings) |
[CenterPhone2] | Secondary phone number provided for the center where the appointment is booked (corresponds to the Phone 2 field in the center settings) |
[OpportunityName] | Name of the sales oppurtunity |
[OpportunityDesc] | Description of the sales oppurtunity |
[OpportunityType] | Type of the sales oppurtunity |
[CenterE-mail] | Email address of the center where the appointment is booked |
[MailUnsubscribeLink] | Link to unsubscribe from transactional emails. Once guests unsubscribe, they will not receive any transaction related email, including appointment related emails. |
[OpportunityPriority] | Priority assigned to the sales oppurtunity |
[OpportunityGuestName] | Name of the guest in the sales oppurtunity |
[OpportunityFollowUpDate] | Date on which a follow up has to be done for the oppurtunity |